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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

848 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
1.84%
New
104
Increased
446
Reduced
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$306M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$45.2M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.8M
2
BU
Brown University
Rhode Island
-$26.3M
3
Bank of America
Bank of America
North Carolina
-$17.4M
4
FAM
Flaharty Asset Management
Florida
-$16.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGA
601
Cambridge Financial Group (Arizona)
Arizona
$650K +$336K +3,683 +107%
CF
602
Crosspoint Financial
California
$647K -$9.38K -103 -1%
Lido Advisors
603
Lido Advisors
California
$641K +$8.02K +88 +1%
NAS
604
NWF Advisory Services
California
$639K -$27.9K -306 -4%
CPRC
605
Consolidated Portfolio Review Corp
New York
$636K +$24.3K +267 +4%
LSA
606
Lion Street Advisors
Texas
$632K +$41.3K +453 +7%
TWP
607
Tyche Wealth Partners
Texas
$632K +$632K +6,935 New
AWS
608
Atria Wealth Solutions
New York
$631K -$2.34M -25,631 -79%
DFA
609
DHK Financial Advisors
New Hampshire
$631K +$3.01K +33 +0.5%
Northern Trust
610
Northern Trust
Illinois
$627K -$250K -2,742 -28%
Two Sigma Investments
611
Two Sigma Investments
New York
$619K -$929K -10,200 -60%
LFGO
612
Legacy Financial Group (Oklahoma)
Oklahoma
$619K +$5.47K +60 +0.9%
BAWC
613
Boyce & Associates Wealth Consulting
Texas
$616K +$66.5K +730 +12%
CIAS
614
Capital Investment Advisory Services
North Carolina
$595K -$273 -3 -0%
SF
615
Slagle Financial
Illinois
$591K -$5.1M -56,005 -90%
AWM
616
Ariadne Wealth Management
California
$590K – – –
IFS
617
Intelligent Financial Strategies
Minnesota
$581K +$91 +1 +0%
SIAG
618
Safeguard Investment Advisory Group
California
$579K +$17K +187 +3%
CPCM
619
Cardinal Point Capital Management
Ontario, Canada
$564K -$67.4K -740 -11%
FWMP
620
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$562K +$562K +6,173 New
LIM
621
Leavell Investment Management
Alabama
$556K -$67.4K -740 -11%
RA
622
RFG Advisory
Alabama
$555K +$555K +6,098 New
MWML
623
M Wealth Management LLC
California
$549K -$100K -1,100 -15%
TFP
624
Triune Financial Partners
Kansas
$542K +$2.64K +29 +0.5%
GWM
625
Geneos Wealth Management
Colorado
$541K -$283K -3,105 -34%
23 24
25
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